Advisor tools

Tools that remove repeated advisor admin.

A practical library of forms, calculators, checklists and templates that can be used as-is, customised, or branded for an agency.

Forms & qualifiers

Collect the right details before quoting.

  • Hotel, touring and transfer qualifiers.
  • Insurance and visa checklists.
  • Client preference and readiness forms.
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Calculators

Check dates, margins and payments.

  • Cruise final payment and agency buffer.
  • Group airfare and host recovery.
  • Commission and package margin checks.
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Branded tools

Private links carrying your agency details.

  • Agency-branded calculators.
  • Client-facing forms.
  • Hosted private resource pages.
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Need a tool built around your workflow?

Send the process, spreadsheet, checklist or repeated admin task you want simplified.

Request a custom tool →